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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,332 | $124,980-78.1% | $108,359-74.8% | $154,746-82.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 20.01% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,617 | $2,851-43.3% | $2,399-32.6% | $4,379-63.1% |
| Participant deferral / active EE | $1,848 | $4,743-61.0% | $4,137-55.3% | $6,730-72.5% |
| Admin fee / account holder | $67 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |